Purchases and Sales Made in Q3 2023 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q3 2023. The information is specifically focused on institutions that hold shares of SOUTHERN CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
55+ 2.03% |
$3.56K - $4.02K
|
2.77K
$226K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
54New |
$3.49K - $3.95K
|
54
$4.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
53+ 0.62% |
$3.43K - $3.87K
|
8.57K
$698K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
52+ 0.55% |
$3.37K - $3.8K
|
9.48K
$773K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
52+ 1.03% |
$3.37K - $3.8K
|
5.1K
$416K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52+ 0.22% |
$3.37K - $3.8K
|
23.8K
$1.94M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
51+ 0.77% |
$3.3K - $3.73K
|
6.7K
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
51+ 0.92% |
$3.3K - $3.73K
|
5.6K
$456K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
51+ 0.85% |
$3.3K - $3.73K
|
6.06K
$494K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
50+ 0.35% |
$3.24K - $3.65K
|
14.2K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
BUY
|
- |
50+ 0.59% |
$3.24K - $3.65K
|
8.58K
$699K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
50+ 0.46% |
$3.24K - $3.65K
|
11K
$893K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
48New |
$3.11K - $3.51K
|
48
$3.91K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
45+ 0.85% |
$2.91K - $3.29K
|
5.32K
$434K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
45+ 2.72% |
$2.91K - $3.29K
|
1.7K
$139K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
44+ 0.81% |
$2.85K - $3.22K
|
5.46K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
44+ 0.51% |
$2.85K - $3.22K
|
8.66K
$706K
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
42+ 0.57% |
$2.72K - $3.07K
|
7.4K
$603K
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
40+ 0.31% |
$2.59K - $2.92K
|
12.9K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
40+ 0.23% |
$2.59K - $2.92K
|
17.6K
$1.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
39+ 1.03% |
$2.52K - $2.85K
|
3.84K
$313K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
38+ 0.09% |
$2.46K - $2.78K
|
43.8K
$3.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
38+ 2.54% |
$2.46K - $2.78K
|
1.53K
$125K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
38+ 0.12% |
$2.46K - $2.78K
|
32.9K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
38+ 0.05% |
$2.46K - $2.78K
|
73.6K
$5.99M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
37New |
$2.39K - $2.7K
|
37
$3.02K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
37+ 0.2% |
$2.39K - $2.7K
|
18.1K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
37+ 0.47% |
$2.39K - $2.7K
|
7.83K
$638K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
36+ 19.78% |
$2.33K - $2.63K
|
218
$17.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
34+ 1.05% |
$2.2K - $2.49K
|
3.27K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
34+ 2.19% |
$2.2K - $2.49K
|
1.59K
$130K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
31+ 1.01% |
$2.01K - $2.27K
|
3.09K
$252K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
30New |
$1.94K - $2.19K
|
30
$2.45K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
29+ 0.28% |
$1.88K - $2.12K
|
10.2K
$835K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
28New |
$1.81K - $2.05K
|
28
$2.28K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
28+ 0.62% |
$1.81K - $2.05K
|
4.56K
$371K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 0.78% |
$1.68K - $1.9K
|
3.34K
$272K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
26+ 0.34% |
$1.68K - $1.9K
|
7.59K
$619K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
26+ 0.37% |
$1.68K - $1.9K
|
7.03K
$573K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
26+ 0.08% |
$1.68K - $1.9K
|
34.4K
$2.81M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
25+ 0.09% |
$1.62K - $1.83K
|
27.6K
$2.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
25+ 0.41% |
$1.62K - $1.83K
|
6.19K
$505K
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
25+ 0.01% |
$1.62K - $1.83K
|
176K
$14.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
22+ 0.18% |
$1.42K - $1.61K
|
12.5K
$1.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
21+ 0.43% |
$1.36K - $1.53K
|
4.94K
$403K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
20+ 0.42% |
$1.29K - $1.46K
|
4.81K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
20+ 0.43% |
$1.29K - $1.46K
|
4.7K
$383K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
19+ 0.43% |
$1.23K - $1.39K
|
4.43K
$361K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
19+ 0.09% |
$1.23K - $1.39K
|
21.3K
$1.74M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
19+ 0.1% |
$1.23K - $1.39K
|
19.6K
$1.6M
|